Broker Check
Melissa Hoffman, CFP® AIF®

Melissa Hoffman, CFP® AIF®

Financial Advisor

The people I work with envision enjoying life and retirement without financial concerns. To get there, they have set a plan in place.

You work hard for your money and life should not be this difficult to plan for. It can be confusing where to start. Understanding the well-meaning advice you hear can be a challenge. Overwhelmed, you put it off another year!

Now is the time to let your money work hard for you. As a CERTIFIED FINANCIAL PLANNER TM professional I work with individuals and families to help maximize their resources and reach life goals.

Let’s meet to discuss your needs and see if I am the person to best help you. The first step is to simply talk and get to know each other. CLICK HERE  to schedule time. From there, if we agree, we will gather information, evaluate, and collaborate to develop a custom financial plan for you.

Schedule  at calendly.com/melissahoffman for a phone, video or in person meeting at no cost.

Check out the topics below for some of the concerns we may want to talk about:

Retirement Planning

Insurance and Risk Protection

Long Term Care

How to Avoid a Scam

Estate Planning

Your Digital Life

Tax Tactics

Start today by setting up time to meet.  Look forward to stepping into the next phase of your life with confidence.

 Melissa earned an MBA in Global Business from The University of Houston and a BS from The Pennsylvania State University in International Business and French.  In addition to her designation as an Accredited Investment Fiduciary - AIF® she holds FINRA Series 63 and 65 securities registrations and has life and health insurance licenses in Texas. She has successfully completed several educational and community programs, including the Certified Financial Planning Certificate Program at Rice University, the Leadership Excellence for Non-Profits Program at Rice University and the Fort Bend Chamber of Commerce Leadership Program. She has served as a board member and volunteer with The City of Sugar Land, Keep Sugar Land Beautiful, Keep Texas Beautiful and Fort Bend Master Swimming among others.